Our financial advisors | Randall Takasaki | National Bank Financial

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Our team enjoys working with clients in building trusted and meaningful long-term relationships.

Our team of experts

Randall Takasaki

Senior Wealth Advisor & Portfolio Manager

604-623-3260

604-623-6780

randall.takasaki@nbc.ca

English

Randall Takasaki was born and raised in Vancouver and graduated from UBC with his Bachelor of Commerce degree majoring in Finance. Over the last 35 years, he has held senior executive positions at several major international investment firms. Randall has presented at over 100 investment seminars, forums and conferences. On three occasions, he has been one of the featured speakers at the World Financial Outlook Conference.

Randall and his team bring a wealth of knowledge that they hope to share with clients.

Randall deals with a large number of high net worth individuals & their families and businesses in providing tailor-made portfolios and helping clients meet their wealth management goals. He provides diversified investment planning solutions that build wealth, preserves capital and effectively transfers wealth to the next generation.

Jennifer Funaro

Senior Wealth Associate

604-623-3261

604-623-6780

jennifer.funaro@nbc.ca

English

Jennifer Funaro has been in the wealth management industry since 2000. Jennifer graduated from British Columbia Institute of Technology in Financial Management. She provides key business development support for our team. She assists in monitoring client portfolios and the day-to-day servicing of client accounts. Jennifer can assist clients with their life planning, provide retirement planning solutions and assist with their overall financial goals. Her dedication and experience in providing superior client solutions and servicing has made her an invaluable asset to the team.

Linda Leung

Senior Wealth Associate

604-623-3267

604-623-6780

linda.leung@nbc.ca

English

Linda Leung has over 15 years of experience in the wealth management business. Linda graduated from University of British Columbia with a Bachelor of Arts in Economics. She provides business operations & development support, such as coordinating account reviews and dealing with account administration. She assists with the day-to-day servicing of client accounts. Her experience, warm personality and willingness to go the extra mile has made her an integral member of the team.